+92.1%
DOCU vs PFGC
+77.4%
+14.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.0% | +0.3% | -1.2% |
| 7D | -5.5% | +8.5% | -14.1% | -7.6% |
| 30D | +12.6% | +15.0% | -2.4% | +8.6% |
| 3M | +36.4% | -6.2% | +42.6% | +39.1% |
| 6M | +66.8% | +15.7% | +51.1% | +59.7% |
| YTD | +13.5% | +19.6% | -6.1% | +5.3% |
| 1Y | +11.3% | +13.2% | -1.9% | +6.1% |
| 3Y | +92.1% | +77.0% | +15.1% | +58.1% |
| All | +92.1% | +77.4% | +14.7% | +58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded PFGC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling